Public ownership evidence

WisdomTree Managed Futures Strategy Fund (WTMF) Ownership Disclosures

Read WTMF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

WisdomTree Managed Futures Strategy Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
5,101
Value (USD)
$208,357
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WTMF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WTMF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,101$208,357None
Beacon Pointe Advisors, LLC2026-06-302026-08-1911,761$480,428None
Asset Allocation Strategies LLC2026-06-302026-08-1833,725$1,377,685None
Sequent Planning LLC2026-06-302026-08-1518,763$766,467None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15273,756$11,182,951None
IFG Advisory, LLC2026-06-302026-08-153,827$156,333None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,250$132,763None
OSAIC HOLDINGS, INC.2026-06-302026-08-1523,713$968,769None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1545,561$1,861,167None
&PARTNERS2026-06-302026-08-159,921$405,282None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1550,399$2,058,799None
ROYAL BANK OF CANADA2026-06-302026-08-153,172$130,000None
CSS LLC/IL2026-06-302026-08-1515,150$618,878None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,180$1,477,950None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,088$44,433None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,817$319,311None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,068$125,328None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1560,924$2,488,745None
Highland Investment Advisors LLC2026-06-302026-08-14910$37,179None
Stillwater Private Wealth, LLC2026-06-302026-08-14168,608$6,998,000None
Solstein Capital, LLC2026-06-302026-08-1425$1,021None
Trajan Wealth LLC2026-06-302026-08-146,979$285,092None
Sanctuary Advisors, LLC2026-06-302026-08-148,280$338,254None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,250$51,063None
UBS Group AG2026-06-302026-08-14666$27,206None
MORGAN STANLEY2026-06-302026-08-141$62None
MORGAN STANLEY2026-06-302026-08-141,147,193$46,862,850None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1418,155$741,632None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$41None
Smartleaf Asset Management LLC2026-06-302026-08-1364$2,593None
Integrated Wealth Concepts LLC2026-06-302026-08-134,301$175,715None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13229$9,355None
Cetera Investment Advisers2026-06-302026-08-13276,616$11,299,737None
Comprehensive Wealth Management, LLC2026-06-302026-08-1331,506$1,287,020None
Aptus Capital Advisors, LLC2026-06-302026-08-131,491$60,907None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1319,180$783,514None
STIFEL FINANCIAL CORP2026-06-302026-08-1325,539$1,043,269None
JPMORGAN CHASE & CO2026-06-302026-08-1312$486None
JPMORGAN CHASE & CO2026-06-302026-08-1317,636$714,629None
VestGen Advisors, LLC2026-06-302026-08-1213,789$563,281None
SHP Wealth Management2026-06-302026-08-1212$490None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-125,101$208,357None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-117,604$310,623None
Tidemark, LLC2026-06-302026-08-11432,433$17,664,888None
Empirical Asset Management, LLC2026-06-302026-08-1119,375$791,462None
Arkadios Wealth Advisors2026-06-302026-08-1113,083$534,425None
Arkadios Wealth Advisors2026-06-302026-08-11833$34,028None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-081,497$61,142None
Ethos Financial Group, LLC2026-06-302026-08-0835,749$1,458,928None
OneDigital Investment Advisors LLC2026-06-302026-08-08315,199$12,875,888None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Asset Allocation Strategies LLC ↗Sequent Planning LLC ↗EARNED WEALTH ADVISORS, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗&PARTNERS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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